Meredith Willis Geldhauser
Professional Summary
Meredith Willis Geldhauser, who also goes by Meredith Dorroh Willis, was a registered financial advisor. Meredith was a previously registered financial professional and started their career in finance 2007 - 2024. Meredith had worked at 10 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Meredith Dorroh Willis
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures on record.
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Years of Experience
19 years in the financial services industry
Current & Past Employments
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Current Firm
COMPOSER | COMPOSER SECURITIES LLC
Contact Information
Main Address
2750 East Cottonwood Parkway #300, Cottonwood Heights, UT 84121Mailing Address
2750 East Cottonwood Parkway #300, Cottonwood Heights, UT 84121Phone Number
(305) 857-5828Established
Delaware since 01/12/2023Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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